Future oil may short-term supply of LNG heavy trucks have a chance
Recently, some media reported that the former chairman of the former Sinopec Fu Chengyu said that in today's world situation, China's energy security issues are more prominent, and we must prepare for short-term oil supply.
In my opinion, this is by no means an alarmist, and there are many factors affecting the energy import trade, such as price, geographical environment, and political factors. The world's oil ( Howo parts, Sinotruk spare parts ) exports are in the Middle East, but at the moment it is in the Sino-US trade.
However, this may be an opportunity for China's LNG heavy truck manufacturing industry. Although China's natural gas source is still mainly imported, in recent years, the main import channels have gradually shifted from Australia to Russia and Central Asia through pipeline transportation, politics. The risk is small, and China's gas storage infrastructure has been improved in the past two years, and the gas price has stabilized. Compared with the skyrocketing natural gas prices in the previous year, the gas price last year was very stable.
Of course, the above are just personal guesses and ideas. The important factor affecting users' purchase of LNG heavy trucks is still government subsidies. If there is a short-term oil outage in the future, and LNG heavy trucks will take the lead in energy, they still need relevant policies to guide them.
In my opinion, this is by no means an alarmist, and there are many factors affecting the energy import trade, such as price, geographical environment, and political factors. The world's oil ( Howo parts, Sinotruk spare parts ) exports are in the Middle East, but at the moment it is in the Sino-US trade.
However, this may be an opportunity for China's LNG heavy truck manufacturing industry. Although China's natural gas source is still mainly imported, in recent years, the main import channels have gradually shifted from Australia to Russia and Central Asia through pipeline transportation, politics. The risk is small, and China's gas storage infrastructure has been improved in the past two years, and the gas price has stabilized. Compared with the skyrocketing natural gas prices in the previous year, the gas price last year was very stable.
Of course, the above are just personal guesses and ideas. The important factor affecting users' purchase of LNG heavy trucks is still government subsidies. If there is a short-term oil outage in the future, and LNG heavy trucks will take the lead in energy, they still need relevant policies to guide them.
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